Achieve your own form of wealth, with peace of mind
At Stephen Eve Financial Planning, we help you feel confident about your financial future, bringing clarity and sound advice at every stage.
Whether you’re planning for retirement, improving your investments, selling a business, passing on wealth, or just getting started, we’re here to guide you.
'They have re-arranged my financial affairs making it simple, easy to understand and more tax-efficient'
'We can’t recommend them enough, and we now have one less thing to worry about!'
'They have given us sound advice and successfully guided us through some big financial decisions'
'We value having an adviser who is approachable and responsive at all times.'
'a personable, friendly, and top-class service'
'if you are wanting a personal approach to wealth management then look no further'
'leading-edge advice which allows us to make informed choices'
'changed our lives, for the better'
As truly independent advisers based in Nottingham, we take a thoughtful, holistic approach—supporting you through life’s changes with care and transparency.
Being a family-run business, we understand what really matters: looking after the people you love, enjoying a good quality of life, and achieving your own definition of wealth.
You can navigate life's financial journey, knowing you have a trusted choice of partner by your side.
By empowering you with the right tools and guidance, plus a personal service, we help you to set a clear path toward your goals.
Client reviews
Posted on Google
Catherine Daly
Trustindex verifies that the original source of the review is Google.
I contacted Steven Eve Financial Planning for advice about my pension lump sum, prior to retiring. Ben Slater suggested that my husband & I meet with him to review our finances in general which we did. We have consolidated all our savings & my pension lump sum into one investment with Aegon & have reviewed my husband's Aegon pension as well. We have met with Ben Slater about 4 times, including once at our home. He has been very helpful in understanding our situation & proposing the best way forward to manage our finances. We now have a onsolidated & streamlined set of investments which will be easier to manage & will optimise our savings income. Ben has been extremely helpful & attentive, as have other members of his team & we feel confident about the way forward for our future financial security.
Posted on Google
Richard Comer
Trustindex verifies that the original source of the review is Google.
Very efficient and friendly service. No hesitation in recommending.
Posted on Google
Andrew Smith
Trustindex verifies that the original source of the review is Google.
I can’t recommend Stephen Eve Financial Planning highly enough. From my very first meeting, it was clear that they prioritize people over numbers.
A huge shoutout to Ben Slater, who has been absolutely fantastic to work with. Ben has a rare ability to take complex financial jargon and translate it into a clear, actionable plan that actually makes sense. He is incredibly professional, patient, and—most importantly—genuinely invested in helping me reach my long-term goals.
The entire process felt transparent and personalized. I finally feel like I have a solid roadmap for my financial future and the peace of mind that comes with it. If you’re looking for expert advice delivered with a personal touch, definitely ask for Ben!
Posted on Google
Jonny Earl
Trustindex verifies that the original source of the review is Google.
The key to most financial relationships is trust. I have known Ben several years now and every call or meeting is met with the same high level of enthusiasm and care. This is a family friendly firm offering excellent advice with the level of knowledge you would expect from a Chartered Financial Adviser. I retired early to travel and Ben's expertise has given me total confidence to get on with what I want to do, and leave him to look after my finances. Thank you Ben, Danielle Rav Mandy and Ryan, for all your help and support.
Posted on Google
James Akers
Trustindex verifies that the original source of the review is Google.
Ben arranged our pensions last year, identifying the right solution to suit our needs. He and his team were extremely supportive throughout the process, handling the transfers from our previous providers efficiently and smoothly.
Ben is highly knowledgeable and thorough, and he explains everything clearly and simply.
I wouldn’t hesitate to recommend him to anyone seeking independent financial advice. In fact, I regularly suggest Ben and his team to friends and clients. An excellent service from start to finish 😊
Posted on Google
David Hammond
Trustindex verifies that the original source of the review is Google.
Ben Slater at Stephen Eve was recommended to me a few months ago as I needed a more holistic approach to my forthcoming phased retirement and associated pension investment options. I’m so pleased with the advice given by Ben which is always delivered in a friendly, personable, professional and clear way. I’m confident that I’ve made the right decision and that my pension is in safe hands. I would highly recommend.
Posted on Google
Helen Davy
Trustindex verifies that the original source of the review is Google.
Very clear and very reassuring
Posted on Google
Leslie Teasdale
Trustindex verifies that the original source of the review is Google.
The service from Stephen Eve is thorough and thoughtful. They are full of suggestions and financial advice.
Posted on Google
J W
Trustindex verifies that the original source of the review is Google.
Ben and the team have been excellent, we recently transferred over to Stephen Eve and have been delighted with the service received, friendly, efficient and professional. Would highly recommend.
Posted on Google
Robert Ibbotson
Trustindex verifies that the original source of the review is Google.
Ben and the team have given us complete peace of mind and a better understanding of our financial outlook, with a sound, easy to understand plan. We highly recommend their services.
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